What this course will do for
you: Business Contact Manager is an add-on to
Microsoft Outlook 2007. It offers powerful customer and contact management
tools to help you save time, improve sales and marketing and offer better
customer service. Business Contact Manager lets you work with the familiar
Outlook interface to manage all of your contact, prospecting and customer
information. It also offers an easy method to share this data amongst your
colleagues, so that you can all be aware of your customer or prospect
history. This course will
give you the skills to work with Business Contact Manager, configuring your
customer and contact data, linking it with emails and meeting details, and
sharing the results with colleagues. Using hands-on sessions and data relevant to your work,
this course will show you how Business Contact Manager can make you more organised, find and manage contact details and history quickly and easily
making you more efficient and productive in your work.
To get the most out of this
course: You should have a basic understanding of Outlook 2007, to manage
email, contacts and diaries. You don't need any specific experience of
contact management
systems, but you should want to learn how to manage contacts, prospects,
opportunities and other contact based information.
Duration: 1 Day
Course Topics:
Introduction to Business Contact Manager
Autolinking existing Emails
The BCM Dashboard
Using the Opportunities and Projects
Accounts and Contacts
Managing Marketing Campaigns
Customised fields in Accounts and Contacts
Using Categories
Creating Business Histories
Sharing BCM data and databases
Business Contact Manager Tips
You
can restore a deleted communication history item by dragging it from
the Business Contact Manager Deleted Items folder to the History folder . To
restore a communication history item linked to a deleted record, you must
first restore the Business Contact Manager record.
To
keep track of the products or services and other terms that you've shared
with potential customers, add the information about the sales stage and
payment terms to the Opportunity record. Then, you can list your
Opportunities by sales stage to see which customers you want to follow up
with. You can also view the information on the Business Contact Manager Home
page, or create a report to print the information or export the data to
Excel*.
You
can set up a customized Search Folder that always contains the most
up-to-date list of your inactive Accounts. 1. In the Navigation Pane, in the
Folder List under Business Contact Manager, right-click Search Folders. 2.
Click New Search Folder. 3. Type a name for the Search Folder, such as
Inactive Accounts. 4. In the list under Items of this type are included in
this Search Folder, select Accounts. 5. Click the Filter button. 6. In the
Filter Accounts dialog box, under Account Status, clear the Active check
box. When you open this Search Folder, all your inactive Accounts are shown.
This list dynamically updates each time you open the folder, so you know
your overview is always current
To
link to an Account or Business Contact, in the E-mail Auto-link dialog box,
on the E-mail Address tab, select one or more e-mail addresses contained in
the message, and click OK. The selected e-mail message and any future e-mail
messages—both incoming and outgoing—that contain the specified e-mail
address are now linked to that Account or Business Contact record. The link
is displayed in the Communication History section of that record. To link to
a Business Project, in the E-mail Auto-link dialog box, on the Business
Contact Manager Projects tab, select one or more Business Projects.
You
can organise your Business Contact Manager for Outlook records into logical
groupings by assigning them category colors or category names. Then, in a
list view of your records or in a report, you can arrange the items by
category.
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Introduction to Business Contact Manager
You
can restore a deleted communication history item by dragging it from
the Business Contact Manager Deleted Items folder to the History folder . To
restore a communication history item linked to a deleted record, you must
first restore the Business Contact Manager record.
To
keep track of the products or services and other terms that you've shared
with potential customers, add the information about the sales stage and
payment terms to the Opportunity record. Then, you can list your
Opportunities by sales stage to see which customers you want to follow up
with. You can also view the information on the Business Contact Manager Home
page, or create a report to print the information or export the data to
Excel*.
You
can set up a customized Search Folder that always contains the most
up-to-date list of your inactive Accounts. 1. In the Navigation Pane, in the
Folder List under Business Contact Manager, right-click Search Folders. 2.
Click New Search Folder. 3. Type a name for the Search Folder, such as
Inactive Accounts. 4. In the list under Items of this type are included in
this Search Folder, select Accounts. 5. Click the Filter button. 6. In the
Filter Accounts dialog box, under Account Status, clear the Active check
box. When you open this Search Folder, all your inactive Accounts are shown.
This list dynamically updates each time you open the folder, so you know
your overview is always current
To
link to an Account or Business Contact, in the E-mail Auto-link dialog box,
on the E-mail Address tab, select one or more e-mail addresses contained in
the message, and click OK. The selected e-mail message and any future e-mail
messages—both incoming and outgoing—that contain the specified e-mail
address are now linked to that Account or Business Contact record. The link
is displayed in the Communication History section of that record. To link to
a Business Project, in the E-mail Auto-link dialog box, on the Business
Contact Manager Projects tab, select one or more Business Projects.